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Legacy Capital Group California’s InfraCap MLP ETF AMZA Stock Holding History

Legacy Capital Group California’s Portfolio AMZA Stock Details AMZA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,850
Closed -$237K – 333
2024
Q3 		$237K Sell
5,850
-204
-3% -$8.32K 0.08% 281
2024
Q2 		$249K Sell
6,054
-745
-11% -$29.7K 0.09% 263
2024
Q1 		$280K Sell
6,799
-1,878
-22% -$71.1K 0.1% 237
2023
Q4 		$306K Buy
+8,677
New +$306K 0.12% 213

Other funds holding AMZA

Equitable Holdings
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Global Retirement Partners
Global Retirement Partners San Rafael, California $6.54B AUM
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.71B AUM 14.82% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

Legacy Capital Group California's AMZA Position: Q4 2024 in Review

Legacy Capital Group California sold out of InfraCap MLP ETF (AMZA) in Q4 2024, closing a stake of 5,850 shares — an estimated $237K sold.

Legacy Capital Group California first reported a position in AMZA in Q4 2023 and held it in 4 quarters. The position peaked at $306K in Q4 2023. 63 funds tracked by Wall St. Rank hold AMZA as of Q4 2024.

  • Legacy Capital Group California reported no remaining InfraCap MLP ETF position as of Q4 2024 after selling out during the quarter.
  • Legacy Capital Group California sold 5,850 InfraCap MLP ETF shares in Q4 2024, an estimated $237K.
  • Legacy Capital Group California first reported a position in InfraCap MLP ETF in Q4 2023 and held it in 4 quarters.
  • Legacy Capital Group California's InfraCap MLP ETF position peaked at $306K in Q4 2023.
  • 63 funds tracked by Wall St. Rank held InfraCap MLP ETF as of Q4 2024.

Based on Legacy Capital Group California's 13F filing for Q4 2024, filed 3 Feb 2025.